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Wall Street ends lower as tech shares slip
Reuters47d agobearish
Wall Street ends lower as tech shares slip

By Caroline Valetkevitch and Niket Nishant July 1 (Reuters) - U.S. stocks finished slightly lower on Wednesday with falling technology shares, but gains in Meta Platforms provided some support along

Why Is Meta (META) Stock Soaring Today
StockStory47d agobullish
Why Is Meta (META) Stock Soaring Today

Shares of social network operator Meta Platforms (NASDAQ:META) jumped 10.1% in the afternoon session after reports revealed that the company plans to build a cloud business to sell its excess AI computing capacity.

Why I Can’t Stop Buying Meta as Mark Zuckerberg Prepares to Hijack Polymarket and Kalshi
24/7 Wall St.47d agobullish
Why I Can’t Stop Buying Meta as Mark Zuckerberg Prepares to Hijack Polymarket and Kalshi

I keep buying Meta. Every paycheck, every dip, every time the crowd convinces itself the AI buildout has gone too far, I add more to Meta Platforms (NASDAQ:META), and I have not slowed down at $550.25. The reason is plain. Mark Zuckerberg has built the most profitable attention machine in modern business, and he is ... Why I Can’t Stop Buying Meta as Mark Zuckerberg Prepares to Hijack Polymarket and Kalshi

Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks
24/7 Wall St.47d agoneutral
Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Nancy Pelosi’s husband is a venture capitalist who has been highly successful in the stock market for nearly four decades, and all his trades (attributed to Pelosi due to their marriage) have performed incredibly well for investors. Copying their portfolio would’ve let you trounce the broader market’s gains again and again. But what if I ... Up 72%, This Millionaire Congresswoman Is Breathing Down Nancy Pelosi’s Neck With AI Stock Picks

Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
24/7 Wall St.47d agoneutral
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse

I keep hitting the buy button on Advanced Micro Devices (NASDAQ:AMD) because every quarter Lisa Su gives me a fresh reason to do it again. This is a position I am compounding into, because what she is building inside that data center segment is the kind of structural shift that only shows up in a ... Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse

Super Micro Computer Is a Massive Catalyst for Meta Platforms
24/7 Wall St.47d agoneutral
Super Micro Computer Is a Massive Catalyst for Meta Platforms

Super Micro Computer (NASDAQ:SMCI) is back in every AI headline this week after rocketing 14.94% in five sessions and 15.66% in a single day, dragging momentum traders back into the thinnest-margin trade in the AI complex. But here is what you should actually be watching. The SMCI Setup Is Breaking Strip away the bounce and ... Super Micro Computer Is a Massive Catalyst for Meta Platforms

Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker
24/7 Wall St.47d agoneutral
Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

Advanced Micro Devices (NASDAQ: AMD) and Marvell Technology (NASDAQ: MRVL) both just reported quarters that put AI infrastructure at the center of their stories. AMD posted $10.25 billion in Q1 revenue powered by Instinct GPUs and EPYC servers. Marvell pulled $2.418 billion with custom AI silicon and high-speed optics. Same end market. Very different bets. ... Advanced Micro Devices vs Marvell Technology: The Better AI Chip Maker

A Third-Quarter Tech Rotation: Meta Advances While Semiconductor Stocks Slide
Barrons.com47d agoneutral
A Third-Quarter Tech Rotation: Meta Advances While Semiconductor Stocks Slide

The artificial intelligence trade, which has powered by the lion’s share of stock performance and corporate profit growth this year, hit a snag on Wednesday amid reports that Meta Platforms is ready to challenge the market’s key players just as investors worry that cheaper China-based versions could unsettle the market’s hottest bet over the back half of the year. “The Magnificent Seven aren’t broken, they are evolving,” said Jay Woods, chief market strategist at Freedom Capital Markets.